📊 Finsight – AI-Powered Financial Analyst Assistant

Finsight is an intelligent assistant that automates financial analysis, anomaly detection, and risk profiling using Retrieval-Augmented Generation (RAG), LangChain agents, and local LLMs via Ollama. It parses financial documents, answers company-specific queries, and generates structured PDF reports — empowering analysts, investors, and enterprise decision-makers.

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🚀 Features

• ✅ Financial Report Generation
• 🔍 Retrieval-Augmented QA (RAG)
• 🚨 Anomaly Detection
• ⚠️ Risk Report Generation
• 📄 PDF Output
• 🤖 LangChain Agent Tools
• 🧪 CLI Interface

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🔧 System Design

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🛠️ Tech Stack

Layer	Technology
Language Model	Ollama – mistral
Framework	LangChain
Retrieval	Chroma Vectorstore
Embedding Mgmt	Custom loader + embedding manager
PDF Generation	fpdf
Interface	Python CLI + LangChain Agents

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🧩 Tools Implemented

Tool Name	Purpose
generate_financial_report	Creates a structured PDF financial report
retrieval_qa	Answers user questions using retrieved financial docs
detect_anomalies	Detects irregular patterns in company data
generate_risk_report	Generates a risk profile and warning report

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📁 Project Structure

finsight/
├── app/
│   ├── cli/                  # Command-line interface logic
│   ├── embeddings/           # Vectorstore setup and embedding manager
│   ├── tools/                # Tool definitions for the LangChain agent
│   └── utils/                # PDF and formatting helpers
├── output/
│   └── report/               # Auto-generated PDF reports
├── main.py                   # CLI Entry point
├── data/                      # add regulatory filings for analysis
├── font/
├── requirements.txt
└── README.md

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⚙️ Setup & Running Instructions

git clone https://github.com/your-username/finsight.git
cd finsight

2. Create and Activate a Virtual Environment

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python -m venv venv
source venv/bin/activate        # macOS/Linux
venv\Scripts\activate
ollama run mistral
python main.py